Portafoglio modello in fondi : Prudente
Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Sistema Anima Europa A 10% Franklin Diversified Dynamic N Acc EUR 8% Amundi Abs Ret Global Opp Bond E2 EUR C 8% SISF US Large Cap A Acc USD 5% Carmignac Pf Flexible Bond A EUR Acc 15% Eurizon Obbl Euro Breve Ter A EUR Acc 15% DNCA Invest Eurose B EUR 3% Carmignac Court Terme A EUR Acc 5% Invesco Euro Ultra-Short Term Debt E Acc 5% Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Sistema Anima Europa A 10% Franklin Diversified Dynamic N Acc EUR 8% Carmignac Pf Flexible Bond A EUR Acc 15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
Eurizon Obbl Euro Breve Ter A EUR Acc-0,060,417,063,68Notation au 30/06/2026 : 51 / 10023/07/26
Carmignac Pf Flexible Bond A EUR Acc2,021,9515,756,93Notation au 30/06/2026 : 64 / 10023/07/26
Carmignac Patrimoine E EUR Acc5,239,2027,7210,50Notation au 30/06/2026 : 74 / 10023/07/26
Invesco Global Flex Bond E Acc EUR-1,41-1,054,820,41Notation au 30/06/2026 : 29 / 10024/07/26
Sistema Anima Europa A7,6815,8632,4840,93Notation au 30/06/2026 : 63 / 10023/07/26
Franklin Diversified Dynamic N Acc EUR10,4515,5830,8932,03Notation au 30/06/2026 : 55 / 10024/07/26
Amundi Abs Ret Global Opp Bond E2 EUR C3,384,449,14-2,06Notation au 30/06/2026 : 41 / 10024/07/26
SISF US Large Cap A Acc USD4,9910,4558,0372,54Notation au 30/06/2026 : 66 / 10024/07/26
Invesco Euro Ultra-Short Term Debt E Acc0,881,689,008,32Notation au 30/06/2026 : 50 / 10024/07/26
Carmignac Court Terme A EUR Acc0,971,708,159,53Notation au 30/06/2026 : 60 / 10023/07/26
DNCA Invest Eurose B EUR2,143,3817,0120,87Notation au 30/06/2026 : 88 / 10023/07/26
Monetari
Obbligazioni
Bilanciati
Azioni
5%
55%
25%
15%
Asset Allocation ?
Rischio del portafoglio ?
1 2 3 4 5 6 7
 PesoAsset class
 
5,0Liquidità
 
20,0Obblig. euro breve term.
 
23,0Obblig. Euro all maturit.
 
12,0Obblig. Globale
 
10,0Az. Europa
 
5,0Az. USA
 
17,0Flessibili prudenti
 
8,0Flessibili dinamici



lunedì 27 luglio 2026
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